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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 217

3.38% more ownership

Funds ownership: 89.83%93.21% (+3.4%)

7% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 98

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
730
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
105
Increased
298
Reduced
217
Closed
98
Calls
$506M
Puts
$568M
Net Calls
-$62.5M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
526
Callan Family Office
Pennsylvania
$204K -$22.2K -268 -9%
FCM
527
Fieldview Capital Management
Michigan
$202K -$144K -1,732 -40%
FHA
528
Flagship Harbor Advisors
Massachusetts
$202K +$40.8K +492 +24%
FC
529
Fairscale Capital
New Hampshire
$201K
CI
530
CX Institutional
Indiana
$197K +$111K +1,340 +115%
VCM
531
Versant Capital Management
Arizona
$196K +$98.3K +1,184 +91%
HPC
532
HM Payson & Co
Maine
$193K
SFI
533
Siemens Fonds Invest
Germany
$192K +$13.5K +163 +7%
ASN
534
Advisory Services Network
Georgia
$187K +$1.49K +18 +0.8%
GI
535
GS Investments
Minnesota
$185K
HI
536
Horizon Investments
North Carolina
$177K +$187K +2,252 New
ETC
537
Exchange Traded Concepts
Oklahoma
$177K +$187K +2,250 New
CMBA
538
C.M. Bidwell & Associates
Hawaii
$171K -$415 -5 -0.2%
AAP
539
Arax Advisory Partners
Colorado
$169K -$31.8K -383 -15%
DCU
540
Dara Capital US
Florida
$162K +$8.71K +105 +5%
FAM
541
Fulcrum Asset Management
United Kingdom
$160K +$11.3K +136 +7%
AF
542
Allworth Financial
California
$157K -$29.9K -360 -15%
Walleye Capital
543
Walleye Capital
New York
$147K -$13.6K -164 -8%
SS
544
Sunbelt Securities
Texas
$137K -$1.16K -14 -0.8%
UB
545
UMB Bank
Missouri
$126K +$25.1K +303 +23%
MA
546
Montag & Associates
Georgia
$122K -$23.1K -278 -15%
1IA
547
1620 Investment Advisors
Massachusetts
$122K +$14.4K +173 +13%
QC
548
Quent Capital
New York
$119K -$39.4K -475 -24%
QL
549
Quarry LP
New York
$105K +$111K +1,339 New
QCG
550
Quadrant Capital Group
Ohio
$105K +$415 +5 +0.4%